HSBC Holdings PLC
HSBC- Exchange
- NYSE
- Industry
- Savings Institution, Federally Chartered
- SEC CIK
- 0001089113
No open-market purchases or sales by HSBC Holdings PLC insiders were filed in the last 90 days; 713 institutions reported holding it in 13F filings for Q2 2026, worth $8.00B in total; no superinvestor holds it.
Other share classesHBCYF
13F holders, Q4 2022
Institutional positions in HSBC Holdings PLC as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 316
- +33 vs. Q3 2022
- Shares held
- 53.5M
- −135.1K (−0.3%) vs. Q3 2022
- Total value
- $1.67B
- +$267.6M (+19.1%) vs. Q3 2022
- New holders
- 72
- 90 more added
- Sold out
- 39
- 93 more reduced
6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HSBC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 713 | $8.00B |
| Q1 2026 | 646 | $6.97B |
| Q4 2025 | 617 | $6.53B |
| Q3 2025 | 555 | $5.64B |
| Q2 2025 | 513 | $4.68B |
| Q1 2025 | 507 | $4.30B |
| Q4 2024 | 466 | $2.67B |
| Q3 2024 | 425 | $2.37B |
| Q2 2024 | 419 | $2.36B |
| Q1 2024 | 411 | $2.10B |
| Q4 2023 | 412 | $2.27B |
| Q3 2023 | 375 | $2.31B |
| Q2 2023 | 365 | $2.35B |
| Q1 2023 | 338 | $1.93B |
| Q4 2022 | 316 | $1.67B |
| Q3 2022 | 289 | $1.40B |
| Q2 2022 | 292 | $1.72B |
| Q1 2022 | 297 | $1.70B |
| Q4 2021 | 284 | $1.44B |
| Q3 2021 | 263 | $1.29B |
| Q2 2021 | 262 | $1.52B |
| Q1 2021 | 263 | $1.48B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding HSBC Holdings PLC; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 10,185,618 | $317.4M | 0.11% | +81,701+0.8% | Added |
| Jane Street Group, LLC | 6,423,338 | $200.2M | 0.38% | +821,418+14.7% | Added |
| Morgan Stanley | 5,318,285 | $165.7M | 0.02% | +109,003+2.1% | Added |
| Goldman Sachs Group Inc | 3,773,155 | $117.6M | 0.03% | +133,775+3.7% | Added |
| Renaissance Technologies LLC | 2,191,565 | $68.3M | 0.09% | −182,378−7.7% | Reduced |
| Norges Bank | 2,105,000 | $65.6M | 0.02% | −251,000−10.7% | Reduced |
| Northern Trust Corp | 1,714,052 | $53.4M | 0.01% | −24,360−1.4% | Reduced |
| BlackRock Inc. | 1,702,405 | $53.0M | 0.00% | +95,196+5.9% | Added |
| Lazard Asset Management LLC | 1,615,953 | $50.4M | 0.07% | +1,595,988+7,993.9% | Added |
| JPMorgan Chase & Co | 1,542,879 | $48.1M | 0.01% | +444,172+40.4% | Added |
| Citigroup Inc | 1,466,129 | $45.7M | 0.06% | −19,261−1.3% | Reduced |
| Citadel Advisors LLC | 1,287,300 | $40.1M | 0.05% | −387,948−23.2% | Reduced |
| Bank of America Corp | 1,174,041 | $36.6M | 0.00% | +434,762+58.8% | Added |
| Royal Bank of Canada | 958,846 | $29.9M | 0.01% | −45,961−4.6% | Reduced |
| FIL Ltd | 831,684 | $25.9M | 0.03% | −98,396−10.6% | Reduced |
| Voloridge Investment Management, LLC | 719,311 | $22.4M | 0.12% | +83,512+13.1% | Added |
| FMR LLC | 587,458 | $18.3M | 0.00% | −174,661−22.9% | Reduced |
| Bank of Montreal | 520,688 | $16.2M | 0.01% | +442,997+570.2% | Added |
| Old Mission Capital LLC | 511,171 | $15.9M | 0.70% | +511,171 | New |
| Envestnet Asset Management Inc | 432,805 | $13.5M | 0.01% | −36,629−7.8% | Reduced |
| Ameriprise Financial Inc | 404,753 | $12.6M | 0.00% | −23,380−5.5% | Reduced |
| American Century Companies Inc | 398,117 | $12.4M | 0.01% | +80,438+25.3% | Added |
| Wells Fargo & Company | 395,610 | $12.3M | 0.00% | +184,462+87.4% | Added |
| Optiver Holding B.V. | 380,957 | $11.9M | 0.72% | −115,365−23.2% | Reduced |
| Meritage Portfolio Management | 251,736 | $7.84M | 0.61% | −8,993−3.4% | Reduced |
| Credit Suisse AG | 250,350 | $7.80M | 0.01% | +211,043+536.9% | Added |
| Crossmark Global Holdings, Inc. | 249,970 | $7.79M | 0.19% | −22,764−8.3% | Reduced |
| Cantor Fitzgerald, L. P. | 214,532 | $6.68M | 0.14% | +214,532 | New |
| Renaissance Group LLC | 200,565 | $6.25M | 0.31% | −13,206−6.2% | Reduced |
| Raymond James & Associates | 178,896 | $5.57M | 0.01% | +30,065+20.2% | Added |
| Natixis Advisors, L.P. | 175,404 | $5.47M | 0.02% | +51,884+42.0% | Added |
| American Assets Investment Management, LLC | 166,918 | $5.20M | 0.60% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 159,501 | $4.97M | 0.02% | +159,501 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 144,200 | $4.49M | 0.02% | +73,900+105.1% | Added |
| Susquehanna Fundamental Investments, LLC | 139,998 | $4.36M | 0.08% | +83,637+148.4% | Added |
| Bank of New York Mellon Corp | 125,865 | $3.92M | 0.00% | +48,386+62.5% | Added |
| M&T Bank Corp | 110,901 | $3.46M | 0.01% | +9,072+8.9% | Added |
| Manatuck Hill Partners, LLC | 107,448 | $3.35M | 1.58% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 100,714 | $3.14M | 0.02% | +3,994+4.1% | Added |
| Creative Planning | 92,113 | $2.87M | 0.00% | +5,804+6.7% | Added |
| US Bancorp | 87,042 | $2.71M | 0.00% | +32,028+58.2% | Added |
| Summit Global Investments | 83,464 | $2.60M | 0.22% | +435+0.5% | Added |
| Comerica Bank | 69,891 | $2.54M | 0.02% | +658+1.0% | Added |
| Regions Financial Corp | 77,365 | $2.41M | 0.02% | +48,737+170.2% | Added |
| UBS Group AG | 76,273 | $2.38M | 0.00% | −99,161−56.5% | Reduced |
| LPL Financial LLC | 74,364 | $2.32M | 0.00% | +976+1.3% | Added |
| Mariner, LLC | 74,254 | $2.31M | 0.01% | −16,751−18.4% | Reduced |
| Miracle Mile Advisors, LLC | 73,391 | $2.29M | 0.08% | +73,391 | New |
| O'Shaughnessy Asset Management, LLC | 72,176 | $2.25M | 0.04% | −3,587−4.7% | Reduced |
| Old Port Advisors | 72,060 | $2.25M | 0.85% | +1,406+2.0% | Added |
| Brinker Capital Investments, LLC | 70,994 | $2.21M | 0.04% | +56,597+393.1% | Added |
| Ergoteles LLC | 67,823 | $2.11M | 0.08% | +67,823 | New |
| Yousif Capital Management, LLC | 66,933 | $2.09M | 0.03% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 64,814 | $2.02M | 0.05% | −702−1.1% | Reduced |
| Advisor Partners II, LLC | 61,113 | $1.90M | 0.12% | +4,969+8.9% | Added |
| Thomas White International Ltd | 59,519 | $1.85M | 0.41% | +59,519 | New |
| West Family Investments, Inc. | 56,692 | $1.77M | 0.60% | +2,408+4.4% | Added |
| Advisor Group Holdings, Inc. | 53,329 | $1.66M | 0.00% | −51,737−49.2% | Reduced |
| Veriti Management LLC | 52,229 | $1.63M | 0.22% | −1,643−3.0% | Reduced |
| The PNC Financial Services Group, Inc. | 51,511 | $1.61M | 0.00% | +8,529+19.8% | Added |
| Wetherby Asset Management Inc | 50,718 | $1.58M | 0.10% | +1,176+2.4% | Added |
| Naviter Wealth, LLC | 43,019 | $1.58M | 0.43% | +4,612+12.0% | Added |
| Cubist Systematic Strategies, LLC | 48,875 | $1.52M | 0.01% | +9,539+24.3% | Added |
| Russell Investments Group, Ltd. | 48,611 | $1.51M | 0.00% | −51,954−51.7% | Reduced |
| Qtron Investments LLC | 47,742 | $1.49M | 0.31% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 46,975 | $1.46M | 0.04% | −244,228−83.9% | Reduced |
| Koss-Olinger Consulting, LLC | 45,930 | $1.43M | 0.21% | +34,276+294.1% | Added |
| Earnest Partners LLC | 45,605 | $1.42M | 0.01% | +6,173+15.7% | Added |
| Janney Montgomery Scott LLC | 45,397 | $1.42M | 0.01% | +14,002+44.6% | Added |
| Northwestern Mutual Wealth Management Co | 44,716 | $1.39M | 0.00% | +2,380+5.6% | Added |
| HighTower Advisors, LLC | 42,619 | $1.33M | 0.00% | −5,681−11.8% | Reduced |
| Barclays PLC | 42,352 | $1.32M | 0.00% | −20,062−32.1% | Reduced |
| JustInvest LLC | 40,981 | $1.28M | 0.05% | −3,627−8.1% | Reduced |
| ExodusPoint Capital Management, LP | 38,426 | $1.20M | 0.02% | +38,426 | New |
| SEI Investments Co | 37,756 | $1.18M | 0.00% | −756−2.0% | Reduced |
| Oppenheimer & Co Inc | 37,017 | $1.15M | 0.03% | +443+1.2% | Added |
| Ritholtz Wealth Management | 34,295 | $1.07M | 0.06% | +2,422+7.6% | Added |
| Ethic Inc. | 34,290 | $1.07M | 0.06% | −3,817−10.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 32,680 | $1.02M | 0.24% | +32,680 | New |
| Voya Investment Management LLC | 32,550 | $1.01M | 0.00% | +32,550 | New |
| Capital Fund Management S.A. | 31,302 | $975.4K | 0.02% | +31,302 | New |
| MML Investors Services, LLC | 31,300 | $975.0K | 0.01% | −292−0.9% | Reduced |
| CI Private Wealth, LLC | 31,234 | $973.5K | 0.00% | +31,234 | New |
| Captrust Financial Advisors | 29,983 | $934.3K | 0.00% | +29,983 | New |
| Level Four Advisory Services, LLC | 29,773 | $927.7K | 0.07% | −6,260−17.4% | Reduced |
| Eagle Asset Management Inc | 29,321 | $927.0K | 0.01% | +29,321 | New |
| Pacer Advisors, Inc. | 29,732 | $926.4K | 0.00% | +29,732 | New |
| Commonwealth Equity Services, LLC | 29,493 | $919.0K | 0.00% | +299+1.0% | Added |
| Stifel Financial Corp | 29,112 | $907.1K | 0.00% | −36,645−55.7% | Reduced |
| Invesco Ltd. | 28,959 | $902.4K | 0.00% | +4,375+17.8% | Added |
| Signaturefd, LLC | 28,881 | $899.9K | 0.03% | +1,058+3.8% | Added |
| Ashton Thomas Private Wealth, LLC | 28,527 | $888.9K | 0.09% | +28,527 | New |
| Quantinno Capital Management LP | 27,414 | $854.0K | 0.06% | +27,414 | New |
| Karpas Strategies, LLC | 27,200 | $847.6K | 0.30% | 00.0% | Unchanged |
| Forum Financial Management, LP | 27,070 | $843.5K | 0.03% | +30.0% | Added |
| AE Wealth Management LLC | 26,827 | $835.9K | 0.01% | +26,827 | New |
| Vontobel Holding Ltd. | 25,765 | $802.8K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 25,053 | $780.7K | 0.11% | −46,565−65.0% | Reduced |
| Pathstone Family Office, LLC | 42,131 | $759.7K | 0.02% | +7,817+22.8% | Added |
| Verdence Capital Advisors LLC | 24,209 | $754.4K | 0.09% | +24,209 | New |